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Disclosery

VTEC VANGUARD CALIF TAX FREE FDS

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TAX EXEMPT BD FD (fund)

64 managers (64 13F filers) reported a position in VTEC shares at 2025-03-31, 3,180,925 shares in all. 14 filers opened a position and 11 filers sold out during the quarter.

Managers
64
13F filers
64
New
14
Added
25
Reduced
5
Sold out
11
Shares held by filers
3,180,925

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co2,262,138$223M0.04%+460,42913F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS115,548$11.4M0.03%+66,54913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/76,597$7.54M<0.01%+44,80413F-HRTimelineGroup
Wedmont Private Capital67,149$6.44M0.33%+11,93513F-HRTimeline
Brio Consultants, LLC52,929$5.21M0.82%+44,47213F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC48,095$4.73M0.01%-144,56613F-HR/ATimelineGroup
PFG Advisors39,657$3.9M0.22%+13,12613F-HRTimeline
Gotham Asset Management, LLC39,612$3.9M0.03%new13F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV34,039$3.35M0.9%+18,74413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA29,596$2.91M<0.01%+24,09613F-HR/ATimelineGroup
FINANCIAL MANAGEMENT NETWORK INC28,987$2.8M0.63%-3,22913F-HRTimeline
SteelPeak Wealth, LLC27,394$2.7M0.11%013F-HRTimeline
Elequin Capital, LP22,096$2.17M0.41%+2,10513F-HRTimeline
EVOKE WEALTH, LLC20,995$2.07M0.05%+17,97213F-HRTimeline
FLC Capital Advisors20,821$2.05M0.46%+3,06713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC18,765$1.85M<0.01%+2,86913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC17,801$1.75M<0.01%+1,61013F-HRTimeline
Blue Oak Capital, LLC17,665$1.74M0.96%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO17,605$1.73M<0.01%new13F-HRTimelineGroup
Fort Point Capital Partners LLC17,448$1.72M0.19%+8713F-HRTimeline
Creative Planningin group Creative Planning15,912$1.57M<0.01%+31813F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…14,147$1.39M0.03%new13F-HRTimelineGroup
OLD MISSION CAPITAL LLC14,097$1.39M0.03%-53,77013F-HRTimeline
WEDBUSH SECURITIES INC13,512$1.33M0.05%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10,178$1M<0.01%+6,58113F-HR/ATimelineGroup
Retirement Planning Group, LLC9,426$927K0.04%new13F-HRTimeline
LPL Financial LLC8,879$874K<0.01%+1,04113F-HRTimeline
Root Financial Partners, LLC8,482$835K0.09%+2,48013F-HRTimeline
North Berkeley Wealth Management, LLC8,322$819K0.85%013F-HRTimeline
Burton Enright Welch7,876$775K0.16%+2,29513F-HRTimeline
Values Added Financial LLC7,298$718K0.4%013F-HRTimeline
Opes Wealth Management LLC5,650$556K0.11%013F-HRTimeline
Keystone Wealth Services, LLC5,647$556K0.15%+1,89213F-HRTimeline
Ariston Services Group5,421$533K0.45%-2,69613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,045$496K<0.01%new13F-HRTimeline
Meridian Wealth Management, LLC4,905$483K0.02%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC4,360$429K0.19%+2413F-HRTimeline
Nautilus Advisors LLC4,240$417K0.34%+22513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,236$417K<0.01%new13F-HRTimelineGroup
TPG Advisors LLC4,006$394K0.31%013F-HRTimeline
NewEdge Advisors, LLC3,363$331K<0.01%013F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…3,300$325K0.06%013F-HR/ATimelineGroup
SWEENEY & MICHEL, LLC3,284$314K0.14%13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC3,108$301K0.07%new13F-HRTimeline
HRT FINANCIAL LP2,868$282K<0.01%-5,61713F-HRTimeline
Quantinno Capital Management LP2,850$280K<0.01%new13F-HRTimeline
Climber Capital SA3,110$266K0.21%new13F-HRTimeline
Core Wealth Partners LLC2,639$260K0.15%013F-HRTimeline
ASPIRIANT, LLC2,500$246K0.01%+3013F-HRTimeline
Blume Capital Management, Inc.2,500$246K0.06%013F-HRTimeline
Equita Financial Network, Inc.2,373$234K0.08%new13F-HRTimeline
Compass Advisory Group LLC2,243$221K0.08%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,161$213K<0.01%+213F-HRTimelineGroup
Cetera Investment Advisers2,137$210K<0.01%new13F-HRTimeline
Roberts Wealth Advisors, LLC2,090$206K0.06%new13F-HRTimeline
Bell Investment Advisors, Inc1,287$127K0.02%+1,18613F-HRTimeline
Larson Financial Group LLC1,000$98.4K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC505$49.7K0.01%013F-HR/ATimeline
ALBION FINANCIAL GROUP /UT425$41.8K<0.01%013F-HRTimeline
CVA Family Office, LLC334$32.9K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…251$24.7K<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management20$1.97K<0.01%013F-HRTimelineGroup
Allworth Financial LP1$97<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.